Paces Ferry Wealth Advisors’s Safehold SAFE Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13	Closed	-$1K	–	916
2020 Q3	$1K	Buy	+13	New	+$768	﹤0.01%	946

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paces Ferry Wealth Advisors's SAFE Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Safehold (SAFE) in Q4 2020, closing a stake of 13 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in SAFE in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 163 funds tracked by Wall St. Rank hold SAFE as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Safehold position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 13 Safehold shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in Safehold in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Safehold position peaked at $1K in Q3 2020.
163 funds tracked by Wall St. Rank held Safehold as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.